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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.1%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$238M
2
UBS Group
UBS Group
Switzerland
+$215M
3
Goldman Sachs
Goldman Sachs
New York
+$21.9M
4
Mariner
Mariner
Kansas
+$20.9M
5
FSA
Financial Services Advisory
Maryland
+$17.5M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
-$241M
2
PPA
Parametric Portfolio Associates
Washington
-$48.7M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$48.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$28.1M
5
PCA
Personal Capital Advisors
California
-$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
376
Hollencrest Capital Management
California
$386K -$614K -54,096 -61%
GC
377
Garde Capital
Washington
$386K +$10.9K +966 +3%
SB
378
Suntrust Banks
Georgia
$383K +$13.2K +1,164 +4%
OCG
379
Opus Capital Group
Ohio
$383K +$383K +33,780 New
JC
380
Jacobs & Co
California
$377K +$17.5K +1,542 +5%
GWM
381
Greenwich Wealth Management
Connecticut
$374K – – –
SGAM
382
Steinberg Global Asset Management
Florida
$373K -$1.04M -92,094 -74%
LNC
383
Lincoln National Corp
Pennsylvania
$370K – – –
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$361K -$14.8M -1,306,224 -98%
WWM
385
Windsor Wealth Management
Indiana
$358K +$47.2K +4,158 +15%
ZIC
386
ZWJ Investment Counsel
Georgia
$354K +$354K +31,212 New
SAM
387
Summit Asset Management
Tennessee
$350K -$3.26K -288 -0.9%
CFIA
388
Cantor Fitzgerald Investment Advisors
New York
$345K +$16.6K +1,464 +5%
NEGWA
389
New England Guild Wealth Advisors
Connecticut
$341K +$68 +6 +0%
CA
390
Cetera Advisors
Colorado
$338K +$78.6K +6,918 +30%
FNBT
391
FineMark National Bank & Trust
Florida
$336K +$46.8K +4,122 +16%
ARMC
392
American Research & Management Company
Massachusetts
$330K – – –
DLCIG
393
D.L. Carlson Investment Group
New Hampshire
$325K -$74.3K -6,558 -19%
VDI
394
Vaughan David Investments
Illinois
$322K +$322K +28,350 New
QCMNJ
395
Quantum Capital Management (New Jersey)
New Jersey
$320K +$3.95K +348 +1%
ACP
396
Aviance Capital Partners
Florida
$317K -$22.9K -2,016 -7%
PFA
397
Pinnacle Family Advisors
Missouri
$317K +$22.1K +1,950 +8%
OIA
398
Optimum Investment Advisors
Illinois
$308K – – –
DI
399
Diligent Investors
California
$306K -$501K -44,196 -62%
STMM
400
South Texas Money Management
Texas
$305K -$11.7K -1,026 -4%
14 15
16
17 18